Becky Womble

What were the circumstances that caused you to initially look for an adviser?

I needed help with my pension plan.

How has Becky Womble helped you?

Becky keeps an eye on my pension plan. She has also advised on income protection.

Have you seen the outcome you were hoping for?

The pension plan is ongoing; we have only just submitted an application for income support and awaiting the response from the provider.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I had a pension due to end and wanted advice on options I had.

How has Becky Womble helped you?

Yes, gave me all the help and support to get the best out come from a particular pension pot.

Have you seen the outcome you were hoping for?

Indeed, and now getting the same excellent service with my next pension.

What could they have done better?

Nothing that I can think of.

What were the circumstances that caused you to initially look for an adviser?

Inherited money plus shares, that needed good careful advice on how to invest.

How has Becky Womble helped you?

Becky outlined plans and ways of investing to get the best return within my risk profile.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Having left work, Becky provided me the confidence to consider early retirement.

How has Becky Womble helped you?

Becky had helped layout the most efficient way of managing multiple pensions and other savings.

Have you seen the outcome you were hoping for?

Not only did Becky help me achieve what I hoped for but it was also clear what I didn’t know. As a result I am in a better financial position than I had thought possible.

What could they have done better?

Nothing that can think of.

What were the circumstances that caused you to initially look for an adviser?

To help manage investments and pensions.

How has Becky Womble helped you?

Becky has given us useful advice and guidance on types of investment and choice of providers, as well as regular information about financial markets. She has helped us to make well informed decisions which have resulted in good levels of growth of our funds.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to improve.